Sample Management Evaluation Form

Authors: Phil Kenkel, Oklahoma State University, phil.kenkel@okstate.edu, and Bill Fitzwater, Oklahoma State University

Appraising the manager’s performance is an important activity for the board of directors. Developing a formal process that is routinely applied makes appraisal less confrontational. The appraisal process revolves around the identification of realistic and attainable performance standards.

Standards should cover all functions of the manager’s job and can involve both outcome and activities. Setting the standards should be a joint activity of the manager and board. Performance standards should be continuously evolving with the growth and changing role of the cooperative.

Each board should develop an evaluation process that they are comfortable with. The sample evaluation form below can be used as a starting point. The form can be refined in future years as the board and manager develop and change. The one thing that should remain the same is that the evaluation process is used to help the cooperative move forward.

Answer each of the following questions by ranking them according to the scale provided at the top of each section. There is also an opportunity at the end of each section to provide additional input by answering the questions provided.

Manager/Board Relations

General Performance Standards

Seldom Always
1 2 3 4 5

How well does the manager?

Provide information to the board on a timely basis that allows the board to make informed decisions.

Webinars

Favorites

Rural Cooperatives magazine, Rural Development, Business and Cooperative Programs, USDA - This bimonthly magazine contains articles and news items relevant to agricultural and non-agricultural cooperatives. An archive provides access to past issues of the magazine from 1998 to 2011.

Directory of Farmer Cooperatives, Service Report 22, USDA Rural Development, October 2013 - This directory contains a list, by state, of almost 1,500 farmer-owned marketing, farm supply, service, fishery and bargaining cooperatives. The information includes the cooperative’s contact information, type of cooperative and products that they sell. An online directory is updated every month.

This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.